CRM

We have a need to print a Contact bio in a quote but that requires checking a box under buyers in order to make this available to the template. This causes the buyer field to be populated by non buyers (these contacts are essentially the deal owner ...

Hi All, We issue quotes to customers with a lenght of term for the contract (not subscription based) and I want to take that term and automatically populate that into a custom property within the deal. At the moment, the Values in the quote d...

Is there a way to send a deal owner and manager an internal email when a new deal is created (regardlessof stage). That way when sales support enters the deal, the rep knows it is ready automatically

Hello, We Are working on a solution to identify our dormany accounts. We want to build a workflow that will look at every deal a company has and select the latest deal end date and paste this on the company level. So for example if Google(client) h...

I configured the Hubspot embed windows in Salesforce, as an admin I can use and see the Hubspot UI via the Visualforce page. My end users get the following error "Insufficient Privilges." The following link outlines the following requirements: Th...

Hi All, Wondering if anyone had a workaround where you can make another property mandatory when a single line text field 'is known'. Trying to get the sales team to have to fill in a 'Date ARR Changes' field when there is a value in the 'Schedul...

Hi guys, I'm trying to create a list that only features people that I haven't emailed or contacted. The purpose is to streamline my workflow so that I can just add a load of contacts in a day then mass email them with an introductory sales email rat...

Hi together, I do not really follow this behaviour of Hubspot Helpdesk. I do understand, that in case, I do not have connect any channel to my helpdesk and have tickets in HS, these will we shown in helpdesk either. BUT, there are n...

Hello! I've noticed that when a contact is updated - say they move companies - they seem to inherit the "client" lifecycle stage from the previous company. So I want to build a workflow to address this: Trigger Event: Contact's Company Changed ...

The defaults in Hubspot are restricting things so that if I want my Sales employees to create a new contact from the new contact form and add a company association (so I can ensure it's being linked to the right company) it will automatically and al...

When in a deal, we often send emails internally to coworkers about the specific deal. We are rarely emailing the customer of the deal directly. When i click "create email" in the deal, it auto populates the contacts email. Is there a way to change t...

Hi everyone, can anyone walk me through how to set up a workflow that enhances data using already existing data in HubSpot? For example, a lot of our accounts are missing state info, but have a zip code on file. Can I set up a workflow that automati...